TOOL 13
Payments & Invoicing
"How do I take payments without it being awkward?"
Payment links, invoicing, and recurring payments — connected to your booking flow so people pay when they book. No awkward "can you transfer me?" conversations. No chasing invoices. Just clean, simple payments.
What this actually looks like
- Asking for money feels uncomfortable
- You chase invoices manually and it takes forever
- People book but don't pay until you remind them
- You've got no system for recurring payments or retainers
How payments & invoicing fixes this
Payment links go out with your booking confirmation. Invoices are generated and sent automatically. Recurring payments for memberships or retainers are handled without you having to ask. Stripe and PayPal integration means clients pay however they prefer.
How this connects to everything else
Payments connect to your bookingsBookings & Calendar
Your CRM trackingCRM & Contacts
And your automationsAutomation & Workflows